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Skills

  • Problem resolution
  • Contract execution oversight
  • Automation of trust processes
  • Financial Statement Auditing
  • Customer support in finance
  • Quarterly reviews
  • KYC (Know Your Customer) Compliance
  • Corporate actions processing
  • Operational improvement
  • Cross-functional team collaboration

Work Experiences

  • Adhered to the latest state and federal trust laws.
  • Collaborated on the settlement of Tableau debt.
  • Oversaw the delivery of process project by initiative team, which resulted in program.
  • Achieved 31% faster turnaround for complex cases.
  • Developed and implemented effective procedures for conducting system investigations, as well as monitoring processes to ensure that teams remained consistent in all areas.
  • Advised corporate clients on trust structures.
  • Completed resolution within the past year.
  • Advised corporate clients on trust structures, ensuring alignment with corporate governance and risk management policies.
  • Reviewed bank policies and procedures on a yearly basis to ensure that they were compliant with regulatory requirements and standards.
  • Addressed complex trust issues.

Summaries

  • Clear understanding of vendor management and cross-functional collaboration as well as budget management training.
  • Automated document verification processes.
  • Directing, monitoring, and motivating team members to complete accurate and timely investigations and reports is a strength.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved zero audit violations.
  • Strengths in strategic planning and process improvement backed up by Legal training.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Audited accounts.
  • Client-focused Corporate Trust Associate skilled in administering transactions and trust management for large portfolios exceeding $5, delivering consistent value and maximizing compliance adherence.
  • Collaborative and results-oriented Corporate Trust Associate.

Accomplishments

  • Worked closely with IT to integrate new financial software, resulting in a 55% improvement to daily trust disbursement timelines.
  • Conducted regular audits on corporate trust documents, ensuring 100% compliance with federal and state regulations.
  • Managed the transition of 13 trust accounts to a new custodian, ensuring no disruptions in service and adherence to regulatory requirements.
  • Led system migration to standard, reducing manual processing errors by 68% and increasing operational efficiency.
  • Initiated cross-department collaboration efforts to consolidate trust documentation, achieving 50% faster approval times.
  • Enhanced data integrity processes in a Power BI system, leading to a 84% improvement in account accuracy.
  • Standardized trust processing protocols across 3 departments, decreasing average processing times by 23% and reducing operational redundancies.
  • Supervised the conversion of legacy trust accounts to digital platforms, reducing document storage costs by 20%.
  • Developed client communication protocols for corporate trust services, boosting client satisfaction rates by 82%.
  • Led team in reconciling 18 corporate trust accounts, achieving 100% on-time completion for month-end and quarter-end financial reports.

Affiliations

  • Association of Information Technology Professionals
  • Advanced Trust Management Standards (ATMS) Certification
  • American Marketing Association
  • National Association of Corporate Directors (NACD)
  • International Association for Contract and Commercial Management (IACCM)
  • Society of Women Engineers
  • Project Management Institute
  • International Organization of Securities Commissions (IOSCO)
  • Risk Management Association (RMA)
  • Institute of Internal Auditors (IIA)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Compliance & Ethics Professional (CCEP) by Society of Corporate Compliance and Ethics (SCCE)
  • Anti-Money Laundering Certification (CAMS) by ACAMS
  • Financial Risk Manager (FRM) by Global Association of Risk Professionals (GARP)
  • Accredited Investment Fiduciary (AIF) by Fi360
  • Cisco Certified Network Associate (CCNA)
  • Quantitative Portfolio Management Certificate by Meridian
  • Certified Financial Planner (CFP) by CFP Board
  • Certified Trust Operations Professional (CTOP) by Association of Trust Organizations (ATO)
  • Accredited Trust Professional (ATP) by American Bankers Association (ABA)

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